"Live Players" with Samo Burja and Erik Torenberg

Samo Burja and Erik Torenberg talk about the decline of Boeing. They discuss Boeing's recent troubles, including fatal crashes and maintenance problems, and how these issues reflect broader concerns about U.S. industrial and military capabilities. The conversation also covers the impact of globalization on Boeing's manufacturing processes, competition with Airbus and emerging Chinese aerospace companies, and the need for innovation and industrial discipline. This detailed analysis provides valuable insights into the challenges and future prospects of the U.S. aerospace sector. Please note there is a small error at the beginning of the discussion when Samo mixed up the 737 Max with 787 Dreamliner, but Samo's original analysis of the 737 Max crash is correct in his Bismarck Brief upon which this episode is based - check it out https://brief.bismarckanalysis.com/p/the-decay-of-boeing

🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj

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RECOMMENDED PODCAST:

🎙️ Second Opinion - A new podcast for health-tech insiders from Christina Farr of the Second Opinion newsletter. Join Christina Farr, Luba Greenwood, and Ash Zenooz every week as they challenge industry experts with tough questions about the best bets in health-tech.

Apple Podcasts: https://podcasts.apple.com/us/podcast/id1759267211

Spotify: https://open.spotify.com/show/0A8NwQE976s32zdBbZw6bv

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SPONSORS:

BEEHIIV

🐝 Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. Go to https://beehiiv.com and use code “MOZ” for 20% off your first three months

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LINKS:

Samo’s Bismarck Brief: 

https://brief.bismarckanalysis.com/

The Decay of Boeing:

https://brief.bismarckanalysis.com/p/the-decay-of-boeing

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FOLLOW US ON X:

@eriktorenberg (Erik)

@samoburja (Samo)

@turpentinemedia (Turpentine)

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TIMESTAMPS:

(00:00) Introduction

(00:40) The Boeing 737 Crashes

(03:09) Boeing's Market Position and Risks

(18:10) Sponsors: Beehiiv

(20:18) Boeing's Future

(24:19) US Aerospace Decline

(30:36) Lessons from Airbus

(43:31) Bismarck Brief on the Decay of Boeing

(47:05) Wrap

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In this episode of 'Live Players, Samo Burja and Erik Torenberg discuss the intricate dynamics of Mexican drug cartels and their impact on both Mexico's political and economic landscape. The discussion delves deep into how drug revenues sustain elites, non-state actors, and insurgencies worldwide — with notable examples from the Taliban to Chechen rebels. They also discuss the potential threats posed by Mexico's porous border to U.S. national security, the global demand for drugs, the implications of drug legalization in first world countries, and the potential geopolitical shifts involving China and the U.S.

🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj

---

SPONSOR: BEEHIIV

Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝 https://Beehiiv.com and use code "MOZ" for 20% off your first three months

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RECOMMENDED PODCAST:

Patrick McKenzie (@patio11) talks to experts who understand the complicated but not unknowable systems we rely on. You might be surprised at how quickly Patrick and his guests can put you in the top 1% of understanding for stock trading, tech hiring, and more.

Spotify: https://open.spotify.com/show/3Mos4VE3figVXleHDqfXOH

Apple: https://podcasts.apple.com/id1753399812https://podcasts.apple.com/id1753399812

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LINKS:

Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/

“Mexico’s Drug Cartels Are Not Competitors to the State” https://brief.bismarckanalysis.com/p/mexicos-drug-cartels-are-not-competitors

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FOLLOW US ON X:

@eriktorenberg (Erik)

@samoburja (Samo)

@turpentinemedia (Turpentine)

---

TIMESTAMPS:

(00:29) The Mexican Cartels: A Deep Dive

(01:09) Global Implications of Drug Revenues

(04:45) Cartels vs. Government: A Complex Relationship

(07:58) The Future of Mexican Cartels

(11:25) US-Mexico Relations and Drug Policy

(18:30) Sponsor: Beehiiv

(19:41) Industrialization and Economic Diversification

(28:45) Historical and Global Comparisons

(34:25) Conclusion and Final Thoughts

(41:44) Outro and Sponsor Messages

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today we're publishing a talk Samo Burja gave to The Stoa in 2020 all about how to find and advance uncrystallized fields of knowledge. In this discussion, Samo critiques current academia for its inefficiencies and proposes supporting new intellectual endeavors with proper economic and social incentives. The discussion covers the potential for new academic structures, the role of social scenes in fostering innovation, and the need for a genuine pursuit of knowledge versus mere intelligence signaling. At the end, Samo answers questions from the audience to go deeper into the themes of the talk.

🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj

RECOMMENDED PODCAST:

Patrick McKenzie (@patio11) talks to experts who understand the complicated but not unknowable systems we rely on. You might be surprised at how quickly Patrick and his guests can put you in the top 1% of understanding for stock trading, tech hiring, and more.

Spotify: https://open.spotify.com/show/3Mos4VE3figVXleHDqfXOH

Apple: https://podcasts.apple.com/id1753399812https://podcasts.apple.com/id1753399812

--

LINKS:

Samo’s Bismarck Brief: 

https://brief.bismarckanalysis.com/

--

FOLLOW US ON X:

@eriktorenberg (Erik)

@samoburja (Samo)

@turpentinemedia (Turpentine)

--

TIMESTAMPS:

(00:00) Intro

(00:29) Samo's Insightful Talk on Finding the Frontier of Knowledge

(01:11) Navigating the Landscape of Knowledge and Institutions

(03:20) The Role of Crackpots in Advancing Knowledge

(05:11) Practical Steps Towards Identifying and Advancing in Your Field

(07:20) Evaluating Institutions and Communities for Knowledge Advancement

(11:40) Interactive Q&A: Connecting Knowledge Frontiers with Live Players

(15:00) Debating the Viability of Competing with Current Academia

(20:30) The Role of Super Connectors in Knowledge Domains

(24:42) Live Players' Paths to Acquiring Knowledge

(28:39) Exploring the Intersection of Science and Spirituality

(29:29) Reviving Scenes and Cultural Renaissance

(32:26) The Potential of Intellectual and Cultural Frontiers

(34:32) Scenius, Knowledge Synthesis, and the Future of Intellectual Communities

(38:46) Navigating the Meta Crisis Through Games and Biology

(41:43) Rethinking Knowledge Production and Distribution

(52:31) Envisioning a New Model for Intellectual Excellence

(54:32) Final Reflections on Intellectual Authority and Responsibility

(56:29) Wrap

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Live Players, Rudyard Lynch (@whatifalthist on YouTube) interviews Samo Burja and covers a range of topics including why Samo left academia, the current state of education, the impact of bureaucratization and managerial ideology on society, and the state of democracy and legislation in modern Western societies. This conversation was taped in 2023.

🔥 Apply to join over 400 founders and Execs in the Turpentine Network: https://hmplogxqz0y.typeform.com/to/JCkphVqj

RECOMMENDED PODCAST:

Patrick McKenzie (@patio11) talks to experts who understand the complicated but not unknowable systems we rely on. You might be surprised at how quickly Patrick and his guests can put you in the top 1% of understanding for stock trading, tech hiring, and more.

Spotify: https://open.spotify.com/show/3Mos4VE3figVXleHDqfXOH

Apple: https://podcasts.apple.com/id1753399812https://podcasts.apple.com/id1753399812

---

SPONSORS: BEEHIIV | HARMONIC

Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝 https://Beehiiv.com and use code "MOZ" for 20% off your first three months

🧲 Learn why Craft, Bedrock, NEA and 100s more trust Harmonic’s data to source deals. Harmonic is the most complete startup database, finding new companies as soon as they incorporate and tracking them through IPO. Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine during your demo.

---

LINKS:

Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/

Rudyard's Youtube: https://www.youtube.com/@WhatifAltHist

---

FOLLOW US ON X:

@eriktorenberg (Erik)

@samoburja (Samo)

@whatifalthist (Rudyard)

@turpentinemedia (Turpentine)

---

TIMESTAMPS:

(00:00) Intro

(01:30) Diving Deep with Samo Burja: A Journey from Physics to Geopolitics

(04:14) Exploring the Bureaucratization of Society and Its Impacts

(06:00) The Multifaceted Minds of the Past

(11:40) Decline of Creativity and Cultural Depth

(13:45) Zero-Sum Game of Academia and Its Societal Consequences

(15:57) Competing Visions for the West

(18:56) Sponsors: Beehiiv | Harmonic

(28:09) Rethinking Education and Embracing Functional Institutions

(32:08) Exploring Human Nature and Decision Making

(32:59) The Evolution of Socialism and the Impact of Redefining Terms

(34:02) Challenging the Education System and Advocating for Intellectual Diversity

(35:37) Historical Knowledge and Its Relevance Today

(37:49) The Role of Intellectuals and Politicians in Shaping Society

(41:06) Innovative Ideas for Political and Social Reform

(57:24) Addressing the Crisis of Confidence in Future Societies

(58:50) Envisioning a Path Forward: Calls for Action and Reflection

(1:02:57) Wrap

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This episode features Erik and Samo's 2nd-ever interview for the Venture Stories podcast, an in-depth discussion of geopolitics, statecraft, and the study of society. It was recorded in 2019. They cover: how might cryptocurrencies increase centralized state power? What do our economic analyses miss when they do not look inside the inner workings of companies? How do media companies drive news narratives?

​​

Also discussed: Democracy, capitalism, and the Hong Kong protests. ​​Silicon Valley’s startup culture as it contrasts with corporate culture as descended from IBM. ​​Free trade, domestic protectionism, and subsidy of foreign exports as trade strategies for developing nations: lessons from Japan, South Korea, and pre-1980s Iran. Kissinger’s approach to geopolitics. Gorbachev and Deng Xiaoping, and Marxism’s legacy. ​​​The political future of the European Union and the economic future of the Indian Ocean. Systems of immigration in France, Canada, the U.S., and Japan. ​Predictions for meaning-making in the modern era.

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SPONSORS: BEEHIIV | HARMONIC

Head to Beehiiv, the newsletter platform built for growth, to power your own. Connect with premium brands, scale your audience, and deliver a beautiful UX that stands out in an inbox. 🐝 https://Beehiiv.com and use code "MOZ" for 20% off your first three months

🧲 Learn why Craft, Bedrock, NEA and 100s more trust Harmonic’s data to source deals. Harmonic is the most complete startup database, finding new companies as soon as they incorporate and tracking them through IPO. Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine during your demo.

---

Recommended Podcast: Company Breakdowns

Each episode of Company Breakdowns dives into S-1s and series B-and-beyond companies, interviewing founders and investors to break down the companies. First episode is on Rubrik - which just IPO'd. Coming up this season: Databricks, Reddit + more,

Spotify

Apple

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LINKS:

Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/

---

FOLLOW US ON X:

@eriktorenberg (Erik)

@samoburja (Samo)

@turpentinemedia (Turpentine)

---

TIMESTAMPS:

(00:00) Intro

(00:50) Exploring Alternatives to Democracy and the Rise of CEO-Driven Countries

(02:03) The Complexities of Government Transparency and Military Interventions

(02:57) Analyzing Authoritarian Elements in Societies and the Hong Kong Protests

(07:25) Sponsor: Beehiiv | Harmonic

(09:35) The Influence of Economic Growth and Technology on Global Politics

(13:37) Silicon Valley vs. Corporate America: A Battle of Cultures

(15:01) The Future of Media: Silicon Valley's Integration with East Coast Media

(28:04) Navigating the Complexities of Progress and Environmental Sustainability

(35:21) Lessons from Historical Civilizations to Avoid Modern Decline

(39:06) The Evolution of Whistleblowers and Heterodoxy

(39:57) Reforming Societies: Historical Insights

(40:51) Marx's Legacy and Predictions for the Future

(43:28) China's Rising Influence and Global Shifts

(45:43) Europe's Political Stability and Economic Challenges

(48:44) The Future of Globalization and Regional Blocks

(51:59) Decentralization, Blockchain, and State Power

(55:09) Sovereign Individuals and Legal Jurisdictions

(58:26) Immigration Policies and Cultural Integration

(1:02:27) Globalization vs. Localization: Future Scenarios

(1:06:11) Addressing Global Challenges: Climate Change and AI

(1:09:54) Religion's Role in the Future

(1:14:45) Wrap

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week Samo Burja and Erik Torenberg discuss India as a live player. They cover: India's demographics and the barriers it faces towards industrialization and wealth.

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This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected].

---

SPONSOR: HARMONIC

🧲 Learn why Craft, Bedrock, NEA and 100s more trust Harmonic’s data to source deals. Harmonic is the most complete startup database, finding new companies as soon as they incorporate and tracking them through IPO. Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine during your demo.

---

Recommended Podcast: Company Breakdowns

Each episode of Company Breakdowns dives into S-1s and series B-and-beyond companies, interviewing founders and investors to break down the companies. First episode is on Rubrik - which just IPO'd. Coming up this season: Databricks, Reddit + more,

Spotify

Apple

---

LINKS:

Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/

---

FOLLOW US ON X:

@eriktorenberg (Erik)

@samoburja (Samo)

@turpentinemedia (Turpentine)

---

TIMESTAMPS:

(00:00) Intro

(00:28) Diving Deep into India's Demographics and Future Prospects

(04:07) The Economic and Social Implications of India's Aging Population

(07:23) India's Talent and Labor Force in the Global Context

(10:06) Institutional Barriers and Governance Challenges in India

(14:15) The Geopolitical Landscape: India, China, and Global Dynamics

(19:53) Sponsor: Harmonic

(21:00) If You're Betting On India, You're Betting On a Multipolar World

(27:16) India's Digital and Economic Strategy for the Future

(32:20) Comparing India and China: Leadership and Economic Strategies

(32:33) The Impact of Brain Drain and Language Proficiency

(33:46) Globalization's Influence on Regional Economies

(36:56) India's Potential Partnerships and Geopolitical Strategy

(38:14) The Future of India: Recommendations and Challenges

(45:14) India's Political Economy and the Need for Reform

(52:41) Navigating Globalization: A Skeptical Perspective

(57:37) India's Demographic Dynamics and Education System

(59:55) India's Geopolitical Strategy

(1:01:09) Wrap

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This is a special re-airing of an episode Samo Burja and Erik Torenberg taped for Venture Stories (Village Global's podcast) in 2019 . Their conversation covers the following: the distinction between invention vs. adoption of technology. What a truly egalitarian society might like, and whether such a society can exist. How individuals’ personal theories of history have influenced outcomes in the past, from the USSR’s espionage of the Manhattan project to Christianity & the Roman elites. The U.S. government as an institution under Great Founder Theory, and its foreign policy in the 20th and 21st centuries. Lee Kuan Yew and Singapore, and Paul Kagame and Rwanda. Patronage as a social technology used by the Chinese Communist Party. To what extent China’s social stability is dependent upon the promise of growth. Bureaucratic legibility as a key mechanism by which technology is a centralizing force.

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This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected].

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REFERENCED ARTICLES:

“Functional Institutions are the Exception” https://samoburja.com/functional-institutions-are-the-exception/

“How Roman Emperors Handled the Succession Problem” https://samoburja.com/how-roman-emperors-handled-the-succession-problem/

“Intellectual Dark Matter” https://www.samoburja.com/intellectual-dark-matter/

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SPONSOR: HARMONIC

🧲 Learn why Craft, Bedrock, NEA and 100s more trust Harmonic’s data to source deals. Harmonic is the most complete startup database, finding new companies as soon as they incorporate and tracking them through IPO. Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine VC during your demo.

---

Recommended Podcast: Company Breakdowns

Each episode of Company Breakdowns dives into S-1s and series B-and-beyond companies, interviewing founders and investors to break down the companies. First episode is on Rubrik - which just IPO'd. Coming up this season: Databricks, Reddit + more,

Spotify

Apple

---

LINKS:

Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/

---

FOLLOW US ON X:

@eriktorenberg (Erik)

@samoburja (Samo)

@whatifalthist (Rudyard)

@turpentinemedia (Turpentine)

---

TIMESTAMPS:

(00:00) Intro

(00:11) Exploring Civilizations: Flourish, Decay, and the Immortal Society

(02:44) The Role of Society and Institutions in Shaping Civilization

(04:07) Understanding Human Nature and the Impact of Institutions

(05:06) The Dynamics of Flourishing vs. Decaying Institutions

(08:40) Great Founder Theory vs. Technological Determinism

(09:54) Government Innovation and Cultural Shifts

(14:50) Rethinking Democracy and Governance

(19:26) Designing Cities for Outliers: A Controversial Idea

(23:07) Egalitarianism, Status, and Happiness in Societies

(23:11) Sponsor: Turpentine

(31:43) Understanding Mimetic Desire and Social Dynamics

(34:19) The Role of Egalitarianism and Social Hierarchies

(36:22) Prioritizing Outliers for Societal Wealth and Innovation

(39:35) Theories of History and Political Dynamics

(51:43) Recommendation for U. S. Foreign Policy

(56:20) Globalization vs. Innovation: Navigating the Future

(58:20) Centralization vs. Decentralization in the Future Society

(59:10) Succession, Fertility, and the Future of Societies

(1:01:34) Closing Thoughts on Centralization and Innovation

(1:02:29) Wrap

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Today we're dropping a special episode of History 102 with Rudyard Lynch (@Whatifalthist on YouTube). Rudyard Lynch and Erik Torenberg delve into the critical moments and competing narratives of the fall of the Roman Empire. They compare the classical Greeks and Romans, identify key Roman figures and outsiders who impacted the course of history, and identify the major influences that shaped their era - and our current one.

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Recommended Podcast: Company Breakdowns

Each episode of Company Breakdowns dives into S-1s and series B-and-beyond companies, interviewing founders and investors to break down the companies. First episode is on Rubrik - which just IPO'd. Coming up this season: Databricks, Reddit + more,

Spotify

Apple

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This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected].

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RECOMMENDED BOOKS:

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SPONSOR: HARMONIC

🧲 Learn why Craft, Bedrock, NEA and 100s more trust Harmonic’s data to source deals. Harmonic is the most complete startup database, finding new companies as soon as they incorporate and tracking them through IPO. Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine VC during your demo.

---

LINKS:

Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/

---

FOLLOW US ON X:

@eriktorenberg (Erik)

@samoburja (Samo)

@whatifalthist (Rudyard)

@turpentinemedia (Turpentine)

---

TIMESTAMPS:

(00:00) Introduction to History 102's The Fall of Rome

(00:14) Context and Theories

(03:11) The Rise of Rome: From Village to Empire

(24:52) The Huns' Invasion and Its Impact

(40:06) Post-Roman Empire: The Birth of New Civilizations

(48:04) Reflecting on Rome's Legacy and Modern Comparisons

(52:02) Recommended Reading

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode Erik Torenberg and Samo Burja discuss the current state and future state of America, China, Russia, Ukraine, energy, the US dollar, AI, Peter Zeihan, Balaji Srinivasan, and more. This episode was recorded in 2023 for the Upstream podcast - before the two started Live Players. Head to https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign.

--

Recommended Podcast: Company Breakdowns

Each episode of Company Breakdowns dives into S-1s and series B-and-beyond companies, interviewing founders and investors to break down the companies. First episode is on Rubrik - which just IPO'd. Coming up this season: Databricks, Reddit + more,

Spotify

Apple

--

This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected].

--

SPONSOR: HARMONIC | BRAVE

🧲 Learn why Craft, Bedrock, NEA and 100s more trust Harmonic’s data to source deals. Harmonic is the most complete startup database, finding new companies as soon as they incorporate and tracking them through IPO. Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine VC during your demo.

Get first-party targeting with Brave's private ad platform: cookieless and future proof ad formats for all your business needs. Performance meets privacy. Head to  https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign.

--

LINKS:

Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/

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Timestamps:

(00:00) Episode preview

(00:58) Who’s right: Balaji, Zeihan, or Olson?

(05:00) Why China’s prospects aren’t as bad as Zeihan thinks

(07:28) What have we learned one year out after Ukraine?

(11:15) Future of The U.S. dollar

(13:11) Sponsor: Turpentine | Brave

(13:10) Balaji’s Bet

(14:57) Future of America

(19:20) Why Brazil hasn’t panned out

(21:00) Is AI communist and crypto libertarian

(26:53) Evolution of elites

(31:04) Comparing Elon and SBF

(33:29) Economics of automation and AI

(37:23) How intellectual culture has changed

(45:07) America and China converging

(47:27) Startup cities vs incumbents

(50:14) Bismarck Analysis

(52:56) Samo’s upcoming research interests

(55:04) Wrap

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this conversation, Samo Burja and Erik Torenberg discuss Alibaba after Jack Ma's exit and analyze the Chinese Economy. With 1.3 billion users and $135 billion in revenue, Alibaba is like China's version of PayPal, Amazon, and Walmart combined. Head to https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign.

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RECOMMENDED PODCAST: Autopilot explores the adoption and rollout of AI in the industries that drive the economy and the dynamic founders bringing rapid change to slow-moving industries. From law, to hardware, to aviation, Will Summerlin interviews founders backed by Benchmark, Greylock, and more to learn how they're automating at the frontiers in entrenched industries.

Listen on Spotify: https://open.spotify.com/show/6YQZkKHN7EP2yWedAvSxBC?si=18377c69a2804333

Listen on Apple: https://podcasts.apple.com/ca/podcast/autopilot-with-will-summerlin/id1738163836.

__

This show is produced by Turpentine: a network of podcasts, newsletters, and more, covering technology, business, and culture — all from the perspective of industry insiders and experts. We’re launching new shows every week, and we’re looking for industry-leading sponsors — if you think that might be you and your company, email us at [email protected].

—

SPONSOR: HARMONIC | BRAVE

🧲 Learn why Craft, Bedrock, NEA and 100s more trust Harmonic’s data to source deals. Harmonic is the most complete startup database, finding new companies as soon as they incorporate and tracking them through IPO. Head to https://bit.ly/harmonicturpentine and make sure to mention Turpentine VC during your demo.

Get first-party targeting with Brave's private ad platform: cookieless and future proof ad formats for all your business needs. Performance meets privacy. Head to  https://brave.com/brave-ads/ and mention “MoZ” when signing up for a 25% discount on your first campaign.

—

LINKS:

Samo’s Bismarck Brief: https://brief.bismarckanalysis.com/

—

TIMESTAMPS:

(00:00) Intro

(00:28) What Happen to Alibaba after Jack Ma’s Departure

(00:44) Alibaba: From Revolutionary to Incumbent

(16:06) Sponsor: Brave | Turpentine

(17:53) Jack Ma’s Influence

(21:58) Who’s In Charge in China

(25:39) Pushing Away Jack Ma

(31:50) Losing the Economic Advantage

(42:24) China’s Ambitions and Realities

(47:56) Alibaba's Future

(54:16) Wrap

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.